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do the reverse? >> what i say is that generally in the environment we're in thou, we're seeing a pick up in u.s. growth, pick up in chinese growth. we're starting to see a pick up in demand for key industrial commodities. i think at this point you're starting to see investors shift away from the cyclical commodities such as gold. >> it's shifting away from the nor defensive types of assets and even more in the commodities space moving more to the industrials. >> paladium, platinum up at seven-month highs. what is behind that? >> we're starting to see a pick up in growth in china and the u.s. the world's two largest economies. also you're seeing issues on the copper. there are a lot of problems in terms of getting these medals out of the ground. for platinum, 80% of it is produced in south africa. when you have labor issues, it has a big impact on supply. on the palladium side, we have the russian state slowing down substantially. it's stockpiled sales. you're seeing a squeeze -- >> supply side issues, as well. >> absolutely. and you're seeing a pick up in demand. that's been driving p
of domestic investors that usually have less demand to increase interest rates for the environment suggest so. >> okay. marco -- >> so at the end of the day, i don't see increase of interest expense drastic for japan in the medium term. >> right, right. well, that's the worry to some extent. but anyway, marco bardelli joining us from singapore. >>> meanwhile, the bank of hong kong did keep its benchmark rate steady overnight. still, suggestions about concerns over stimulus policies gives us some surprise. chery, what exactly did the bank of korea say about japan? >> although the bank of korea governor did not name japan and tried to stay diplomatic in the press conference today, he did say there are down side risks to the korean economy like a possible fiscal tightening by many countries and the issue of a foreign exchange rate. japan's aggressive monetary easing drive can take toll on korea's exports as they account for about half of the economy. and this on top of the recently weaker yen and the strengthening yuan that has hurt investor sentiment here on the kospi, particularly in the auto
, that it's special on the central bank to bring about an environment of price stability ask put the government on the central bank. understand that you need fiscal consolidation, you need price stability for long-term sustainable growth. there is, of course, difference of view in the short-term, a difference of perception depending on where you're sitting. but i don't think you should see that as a major division. international quart nation or at least a shared understanding on the implications of individual country policies, especially systemically important countries, domestic policies, lower impact on emerging economies. and i believe that advanced economies, systemically important economies must be sensitive to the lower impact of their policies. >> also speaking on the sidelines of the g-20, australia's deputy prime minister dismissed talk of a currency war, but did admit that a stopping aussie/dollar is a concern and key to australia's economy. >> we saw a huge crash in commodity prices in the second half of last year and that relied heavily on our revenues. and part and p
moving into an environment where the banks are coming in better. and i think that brings up the question, then, why do you want to hold gold? you would want to hold something more -- >> definitely overbought. but they can go on overbought in a while. that could be 20% from here. i don't know. but clearly, a lot of people have checked in and they're all in one trade and they're all talking about the same thing, they're all writing the same thing. it's a bit worrying in a slightly bigger picture. >> plenty of interesting thoughts there to talk about. this day with the chinese new year, the snowstorm for the united states. there's no immediate crisis going on. it's just finding their feet. >> really quiet. and i think the cypress story is fascinating. take a look at some of the details. 0.2% of total output. but the real question becomes, do you make depositors and bondholders share in the losses? >> of course. >> for everyone else. >> keep an eye on that. european markets, it's not as if they're selling off. as we turn to the u.s. session, usair lines are expected to return to near normal
. in that kind of environment, you may be better off trying to grow through acquisition than you are organically. so i think we're going to see more of this. i think it is good for sentiment as you point out. i don't know that it triggers a new wave of overall optimism, but i think it is a good support for the market. >> what do you think of the buffett heinz deal? the price, you know, does it matter? i mean, he's paying up a bit. does that matter for him? >> it doesn't really matter for him. you know, this is classical buffett. he's buying a great brand, good cash flow, growth opportunity and he is the classical long-term investor. so for him to absorb a little bit of a premium to get the kind of property that he wants is not an issue at all. this is classical buffett. he's sitting on a lot of cash. he says he's really to reload and do it again if he can find a good property. he'll absorb whatever ream yumm he's paid over time and it will be a good day. >> and he was upping his stakes in directv, american express and is gm, interestingly enough. gm has got a -- they've got a european division t
at the moment? because business gets on and deals with whatever the environment is. >> yeah. i think, you know, it's -- these are currents that go through the world economy. and we've had fears of currency wars recurrently over the last couple of years. i mean, the real problem is, again, going back to this lack of confidence. you know, economies don't run on money. they run on confidence. on the assumption that basically, you know, that conditions will improve, that governments will put into place collectively or individually measures which permit that kind of improvement. and there hasn't been much sign of that over the last year. and i think the changes in governments, the elections and so forth in the u.s., in china and so forth, you know, have in a sense have had an effect on that. everyone waiting to see what's going to happen. i really fear now that there are beginning to be -- i really hear now that there are beginning to be positive accelerators of confidence and, therefore, business activity. we're seeing it in some of the economic regions in asia, for instance. very -- recovery whic
Search Results 0 to 5 of about 6

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